Filings through .
Filed February 7, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CUNA MUTUAL11+ years Filed as: CMFG LIFE INSURANCE COMPANY Service code 15 · EIN 39-0230590 | Recordkeeping | $36,545 |
CUNA MUTUAL4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. DBA Service code 27 · EIN 42-0388260 | Advisory (Plan) | $11,132 |
11 funds of $250K or more; 14 lines in all, holding $12.4M of the plan's $12.8M. From the 2025 filing. Recordkeeper: CUNA Mutual (TruStage).
Target-date series: BlackRock LifePath Index, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $10.3M | 83.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $606K | 4.9% |
| Cuna Mutual Guaranteed Account Manager not matched · Insurance contract | $465K | 3.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $296K | 2.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $219K | 1.8% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $129K | 1.0% |
| Fidelity Global Exchange US Index Fidelity (FMR) · Mutual fund IndexPossible retail class A | $127K | 1.0% |
| DFA INT'L Core Equity Port Dimensional · Mutual fund Possible retail class A | $72K | 0.6% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $33K | 0.3% |
| Fidelity US Bond Index Fidelity (FMR) · Mutual fund IndexPossible retail class A | $31K | 0.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.